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About Ideali
- What Is Ideali 1 min read
- Why Ideali Is Different 1 min read
- Who Can Use Ideali? 1 min read
- $0 Platform fees 1 min read
- Instant Payouts, Get Paid the Moment Your Donors Give 2 min read
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Getting started with Ideali
- Creating Your Ideali Account 1 min read
- Setting Up Your Organization Profile 1 min read
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Dashboard
- Navigating your Ideali dashboard 2 min read
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Campaign Management
- Creating a Donation Campaign 2 min read
- Using the AI description and banner generator 2 min read
- Customizing your thank you email 1 min read
- Managing your campaign after publishing 2 min read
- Share your campaign 2 min read
- Duplicating or Cloning your campaign 2 min read
- Managing Your Archived Campaigns List 2 min read
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Finances & Payments
- Setting Up Your Payment Account 1 min read
- Preset donation amounts, fixed & recurring 2 min read
- Viewing and filtering payments 2 min read
- Payment methods accepted on Ideali 1 min read
- Why payments fail and how to fix them 2 min read
- Managing Your Donors List 2 min read
- Managing Recurring Donations 2 min read
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Tap to pay
- What is Tap to Pay 2 min read
- Setting up Ideali Tap to Pay 2 min read
- Tap to Pay Trouble Shooting 3 min read
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Integration & Embeds
- Embedding Your Donation Campaign in WordPress 2 min read
- Connecting QuickBooks in Ideali 2 min read
- Connecting Constant Contact in Ideali 1 min read
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Account Management
- Sub Profiles to Manage Multiple Campaigns 2 min read
- Setting Up Roles & Users 3 min read
- Securing Your Ideali Account 2 min read
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Memberships
- Creating and Managing Membership Types 5 min read
- Managing Members Profiles 2 min read
- Reviewing Pending Membership 3 min read
- Membership Payments and Invoices 3 min read
- Building Custom Forms for Membership 3 min read
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Ideali for Donors
- Make a Donation Through Ideali 2 min read
- Optional donor tips 1 min read
- Make a Recurring Donation 1 min read
- Your Donation Receipt 2 min read
2 min read
Ideali makes it easy to set up a professional donation campaign in minutes. The campaign builder walks you through each step one at a time, with a live preview on the right side of the screen so you can see exactly how your campaign will look to donors as you build it.To get started, go to Donation in the left sidebar, click Campaigns, then click New Campaign in the top right corner.
📹 Watch: Setting Up your First Campaign ⏱ 1m 17s
The builder is divided into the following steps:
- Campaign Name and Dates — Give your campaign a name and set your start and optional end date.

Step 1: Campaign Name and Dates - Set Goal — Enter your fundraising target and choose whether to display it publicly.

Step 2: Set Goal - Add Description — Write about your cause or use the built in AI generator to create one instantly.

Step 3: Add Description - Set Payment Account — Choose which connected payment account will receive donations and select your accepted payment methods. Learn how to set up a payment account.

Step 4: Select Payment Account - Preset Donation Amounts — Set suggested giving amounts for one time, monthly, and yearly donors.
- Campaign Color — Choose a color that matches your cause or organization branding.
- Campaign Banner Image — Upload your own image, choose from stock photos, or generate one using AI.
- Thank You Email — Customize the email donors receive after contributing.
- Review and Confirm — Review your campaign details and publish when ready.

Step 9: Review and Confirm
At any point during the process you can click Save and Exit to save your progress and return later, or click Back One Step to make changes to a previous step.
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Related articles in Campaign Management
Managing Your Archived Campaigns List
Keep your campaigns list clean without losing your data. Learn how to archive ended campaigns.
Duplicating or Cloning your campaign
Save time by duplicating an existing Ideali campaign and using it as a starting point for a new one, then update the key details before publishing.
Share your campaign
Learn how to share your Ideali campaign using a direct link, QR code, website embed, or social media to reach donors and start receiving contributions.
Managing your campaign after publishing
Learn how to monitor campaign performance, read your campaign stats, and access management options like donor lists, recurring donations, and archiving from your Campaigns page.


